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How to send a gift card

Use this guide when you need to send a digital gift card directly to a customer for comps, customer recovery, giveaways, or thank-you gestures.

Updated over 4 months ago

Use this guide when you need to send a digital gift card directly to a customer for comps, customer recovery, giveaways, or thank-you gestures.

⭐ Overview

Staff and managers can issue digital gift cards directly from the Open Merchant Portal. These gift cards are delivered instantly via email and can be redeemed in store, online, or in the app, just like purchased gift cards.

This is the recommended method for sending courtesy or promotional gift cards.


📝 Step-by-Step Instructions

  1. Log in to the Merchant Portal.

  2. Type in the assistant that you want to send a gift card or select Gift Cards from assistant shortcuts.

  3. Click Create Gift Card.

  4. Enter the following details:

    • Customer email address

    • Gift card amount

    • Optional note (e.g. reason for the gift or a thank-you message)

  5. Ask to Send gift card.


💡 Tips

  • Use issued gift cards for:

    • Customer recovery or service issues

    • Promotions or giveaways

    • Thank-you gestures for loyal customers

  • Issued gift cards behave the same as purchased gift cards and can be redeemed:

    • In store

    • Online

    • In the mobile app

  • Always double-check the email address and amount before sending.

  • If a customer doesn’t receive their gift card, contact Open Support with the recipient email and amount.

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